As the Operations Director - I take pride in providing the best client experience along with superior support to the financial advisors and my team Robert Davenport, Ken O'Neil, Eric Poole, Kyle Roy, Angela Zachman, Ben Hopper. While handling all aspects of the client's transition to KPP-LPL platforms, I also maintain and ensure that our branch operations are running smoothly.
Education & Experience
I am a graduate of Brookstone Business College located in Charlotte North Carolina. I have 21 years of experience in the financial planning world. I have worked for H&R Block Financial Advisors, Raymond James, and now my home here at Kentucky Planning Partners.
Personal
I have received awards and recognition for perfect attendance, compliance, and most valuable player. I love spending time with my family and friends, being outside working in the yard, and playing golf.